# Service Module # service-customers-create # Customer – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/customers/create/` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Update View** — [service-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-id-update) --- ## Advanced Notes _TODO_ # service-customers-id-update # Customer – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/customers//update/` **Model:** Customer **Record Name:** Customer **Plural Name:** Customers --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Customer # | Text (optional) | A customer's unique ID number. Leave this field blank for the system to generate one automatically. | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | | Company | Text (optional) | _TODO_ | | Display As Company | Yes/No | _TODO_ | | Address Line 1 | Text | _TODO_ | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip | Text | _TODO_ | | Phone | Text | _TODO_ | | Fax | Text | _TODO_ | | Email | Text | _TODO_ | | Auto Invoice Email | Yes/No | If enabled, the system will attempt to automatically email receipts to this customer at their specified email address | | Statement Email | Yes/No | If enabled, the system will attempt to email statements to this customer at their specified email address | | Salesperson | Relationship (single) (optional) | _TODO_ | | Class | Relationship (single) | _TODO_ | | Freight Zone | Relationship (single) (optional) | _TODO_ | | Freight Option | Text (choice) (optional) | _TODO_ | | Discount Schedule | Relationship (single) (optional) | _TODO_ | | Tax Code | Relationship (single) | _TODO_ | | Ignore Restrictions | Yes/No | If this field is enabled, the selected customer will not be subject to restrictions placed on contract-restriced items. This would be appropriate for customers who are dealers or otherwise responsible for dealing with purchase restriction regulations. | | Creditlimit Currency | Text (choice) | _TODO_ | | Credit Limit | Number (decimal) | _TODO_ | | Credit Hold | Yes/No | If this field is enabled, the selected customer will not be allowed to charge or purchase items by check regardless of balance and credit limit. They will still be allowed to make cash and credit/debit card purchases. | | Receivable Account | Relationship (single) | _TODO_ | | Accountbalance Currency | Text (choice) | _TODO_ | | Account Balance | Number (decimal) | _TODO_ | | Written Off | Yes/No | If this field is enabled, the selected customer will be treated as a bad debt. They will no longer accrue finance charges or be included in batch statement printing. | | Payment Terms | Relationship (single) | _TODO_ | | Account Number | Text (optional) | An optional field that allows storage of a legacy customer account number or other identifying account information | | Allow Cash Discount | Yes/No | If this field is disabled, this customer will not be allowed to receive cash discounts or early payment discounts. | | Free On Board | Text (choice) (optional) | _TODO_ | | Laborrate Currency | Text (choice) (optional) | _TODO_ | | Labor Rate | Number (decimal) (optional) | Sets the default labor rate for the service customer in the service module | | Display Name | Text (optional) | _TODO_ | | Preferred Tender | Text (choice) | The customer will have this payment method selected by default when making a sale. | | Detailed Statements | Yes/No | If this field is enabled and an appropriate statement template is being used, the selected customer will receive line item detail on their monthly statements. | | Payment Gateway Id | Text | Stores the unique customer ID from the payment gateway | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [management-customers](https://help.brisksystems.us/books/brisk-documentation/page/management-customers) - **Create View** — [management-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-create) - **Detail View** — [management-customers-id](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id) - **Update View** — [management-customers-id-update](https://help.brisksystems.us/books/brisk-documentation/page/management-customers-id-update) - **List View** — [management-pos-customer-list](https://help.brisksystems.us/books/brisk-documentation/page/management-pos-customer-list) - **Create View** — [service-customers-create](https://help.brisksystems.us/books/brisk-documentation/page/service-customers-create) --- ## Advanced Notes _TODO_ # service-dispatch # Bookings – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/dispatch/` **Model:** Booking **Record Name:** Booking **Plural Name:** Bookings --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Booking Date | Date & time | Records the date and time of this booking | | Customer | Relationship (single) | The customer for this booking | | Service Order | Relationship (single) (optional) | Connects this booking to a service order | | Address Line 1 | Text | Enter the address of this booking | | Address Line 2 | Text | _TODO_ | | City | Text | _TODO_ | | State | Text | _TODO_ | | Zip Code | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # service-equipment-categories-create # Equipment Category – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/equipment-categories/create/` **Model:** EquipmentCategory **Record Name:** Equipment Category **Plural Name:** Equipment Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories) - **Detail View** — [service-equipment-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id) - **Update View** — [service-equipment-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id-update) --- ## Advanced Notes _TODO_ # service-equipment-categories-id-update # Equipment Category – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment-categories//update/` **Model:** EquipmentCategory **Record Name:** Equipment Category **Plural Name:** Equipment Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories) - **Create View** — [service-equipment-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-create) - **Detail View** — [service-equipment-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id) --- ## Advanced Notes _TODO_ # service-equipment-categories-id # Equipment Category – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/equipment-categories//` **Model:** EquipmentCategory **Record Name:** Equipment Category **Plural Name:** Equipment Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories) - **Create View** — [service-equipment-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-create) - **Update View** — [service-equipment-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id-update) --- ## Advanced Notes _TODO_ # service-equipment-categories # Equipment Categories – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/equipment-categories/` **Model:** EquipmentCategory **Record Name:** Equipment Category **Plural Name:** Equipment Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-create) - **Detail View** — [service-equipment-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id) - **Update View** — [service-equipment-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-categories-id-update) --- ## Advanced Notes _TODO_ # service-equipment-create # Equipment – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/equipment/create/` **Model:** Equipment **Record Name:** Equipment **Plural Name:** Equipment --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Unit Number | Text (optional) | Enter the number or name used internally by your business to identify this equipment | | Customer | Relationship (single) | _TODO_ | | Category | Relationship (single) (optional) | Sets the class or category of this equipment | | Description | Text (optional) | A short description or name of the equipment | | Status | Relationship (single) (optional) | Use this field to track the status of a piece of equipment | | Make | Relationship (single) (optional) | Use this field to record the make of the euqipment | | Model | Text (optional) | Use this field to record the model or model number of this equipment | | Serial | Text (optional) | Enter the equipment serial number for ease of finding it in the future | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Notes | Long text (optional) | Use this field to store internal notes about this equipment. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment) - **Detail View** — [service-equipment-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id) - **Update View** — [service-equipment-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id-update) --- ## Advanced Notes _TODO_ # service-equipment-id-update # Equipment – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment//update/` **Model:** Equipment **Record Name:** Equipment **Plural Name:** Equipment --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Unit Number | Text (optional) | Enter the number or name used internally by your business to identify this equipment | | Customer | Relationship (single) | _TODO_ | | Category | Relationship (single) (optional) | Sets the class or category of this equipment | | Description | Text (optional) | A short description or name of the equipment | | Status | Relationship (single) (optional) | Use this field to track the status of a piece of equipment | | Make | Relationship (single) (optional) | Use this field to record the make of the euqipment | | Model | Text (optional) | Use this field to record the model or model number of this equipment | | Serial | Text (optional) | Enter the equipment serial number for ease of finding it in the future | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Notes | Long text (optional) | Use this field to store internal notes about this equipment. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment) - **Create View** — [service-equipment-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-create) - **Detail View** — [service-equipment-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id) --- ## Advanced Notes _TODO_ # service-equipment-id # Equipment – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/equipment//` **Model:** Equipment **Record Name:** Equipment **Plural Name:** Equipment --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Unit Number | Text (optional) | Enter the number or name used internally by your business to identify this equipment | | Customer | Relationship (single) | _TODO_ | | Category | Relationship (single) (optional) | Sets the class or category of this equipment | | Description | Text (optional) | A short description or name of the equipment | | Status | Relationship (single) (optional) | Use this field to track the status of a piece of equipment | | Make | Relationship (single) (optional) | Use this field to record the make of the euqipment | | Model | Text (optional) | Use this field to record the model or model number of this equipment | | Serial | Text (optional) | Enter the equipment serial number for ease of finding it in the future | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Notes | Long text (optional) | Use this field to store internal notes about this equipment. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment) - **Create View** — [service-equipment-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-create) - **Update View** — [service-equipment-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id-update) --- ## Advanced Notes _TODO_ # service-equipment-makes-create # Equipment Make – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/equipment-makes/create/` **Model:** EquipmentMake **Record Name:** Equipment Make **Plural Name:** Equipment Makes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-makes](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes) - **Detail View** — [service-equipment-makes-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id) - **Update View** — [service-equipment-makes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id-update) --- ## Advanced Notes _TODO_ # service-equipment-makes-id-update # Equipment Make – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment-makes//update/` **Model:** EquipmentMake **Record Name:** Equipment Make **Plural Name:** Equipment Makes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-makes](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes) - **Create View** — [service-equipment-makes-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-create) - **Detail View** — [service-equipment-makes-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id) --- ## Advanced Notes _TODO_ # service-equipment-makes-id # Equipment Make – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/equipment-makes//` **Model:** EquipmentMake **Record Name:** Equipment Make **Plural Name:** Equipment Makes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-makes](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes) - **Create View** — [service-equipment-makes-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-create) - **Update View** — [service-equipment-makes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id-update) --- ## Advanced Notes _TODO_ # service-equipment-makes # Equipment Makes – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/equipment-makes/` **Model:** EquipmentMake **Record Name:** Equipment Make **Plural Name:** Equipment Makes --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-makes-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-create) - **Detail View** — [service-equipment-makes-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id) - **Update View** — [service-equipment-makes-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-makes-id-update) --- ## Advanced Notes _TODO_ # service-equipment-statuses-create # Equipment Status – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/equipment-statuses/create/` **Model:** EquipmentStatus **Record Name:** Equipment Status **Plural Name:** Equipment Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses) - **Detail View** — [service-equipment-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id) - **Update View** — [service-equipment-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id-update) --- ## Advanced Notes _TODO_ # service-equipment-statuses-id-update # Equipment Status – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/equipment-statuses//update/` **Model:** EquipmentStatus **Record Name:** Equipment Status **Plural Name:** Equipment Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses) - **Create View** — [service-equipment-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-create) - **Detail View** — [service-equipment-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id) --- ## Advanced Notes _TODO_ # service-equipment-statuses-id # Equipment Status – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/equipment-statuses//` **Model:** EquipmentStatus **Record Name:** Equipment Status **Plural Name:** Equipment Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-equipment-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses) - **Create View** — [service-equipment-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-create) - **Update View** — [service-equipment-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id-update) --- ## Advanced Notes _TODO_ # service-equipment-statuses # Equipment Statuses – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/equipment-statuses/` **Model:** EquipmentStatus **Record Name:** Equipment Status **Plural Name:** Equipment Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-create) - **Detail View** — [service-equipment-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id) - **Update View** — [service-equipment-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-statuses-id-update) --- ## Advanced Notes _TODO_ # service-equipment # Equipment – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/equipment/` **Model:** Equipment **Record Name:** Equipment **Plural Name:** Equipment --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Unit Number | Text (optional) | Enter the number or name used internally by your business to identify this equipment | | Customer | Relationship (single) | _TODO_ | | Category | Relationship (single) (optional) | Sets the class or category of this equipment | | Description | Text (optional) | A short description or name of the equipment | | Status | Relationship (single) (optional) | Use this field to track the status of a piece of equipment | | Make | Relationship (single) (optional) | Use this field to record the make of the euqipment | | Model | Text (optional) | Use this field to record the model or model number of this equipment | | Serial | Text (optional) | Enter the equipment serial number for ease of finding it in the future | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Notes | Long text (optional) | Use this field to store internal notes about this equipment. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-equipment-create](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-create) - **Detail View** — [service-equipment-id](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id) - **Update View** — [service-equipment-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-equipment-id-update) --- ## Advanced Notes _TODO_ # service-service-categories-create # Service Category – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/service-categories/create/` **Model:** ServiceCategory **Record Name:** Service Category **Plural Name:** Service Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories) - **Detail View** — [service-service-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id) - **Update View** — [service-service-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id-update) --- ## Advanced Notes _TODO_ # service-service-categories-id-update # Service Category – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-categories//update/` **Model:** ServiceCategory **Record Name:** Service Category **Plural Name:** Service Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories) - **Create View** — [service-service-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-create) - **Detail View** — [service-service-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id) --- ## Advanced Notes _TODO_ # service-service-categories-id # Service Category – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/service-categories//` **Model:** ServiceCategory **Record Name:** Service Category **Plural Name:** Service Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-categories](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories) - **Create View** — [service-service-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-create) - **Update View** — [service-service-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id-update) --- ## Advanced Notes _TODO_ # service-service-categories # Service Categories – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/service-categories/` **Model:** ServiceCategory **Record Name:** Service Category **Plural Name:** Service Categories --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-categories-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-create) - **Detail View** — [service-service-categories-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id) - **Update View** — [service-service-categories-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-categories-id-update) --- ## Advanced Notes _TODO_ # service-service-orders-convert # Service Invoice – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/service-orders/convert/` **Model:** ServiceInvoice **Record Name:** Service Invoice **Plural Name:** Service Invoices --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Sale # | Text | A sale's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) | The customer that made this purchase | | Date Created | Date & time | The date and time that this transaction was started | | Salesperson | Relationship (single) (optional) | The salesperson assigned to this sale | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this sale are sourced | | Fulfillment Status | Text (choice) | Status information for pending deliveries or shipments for this sale | | Fulfillment Required | Yes/No (optional) | Marked as false for direct retail sales and service items, marked as true when shipments or deliveries are necessary | | Payment Status | Text (choice) | Status information for pending payments and/or accounts receivable | | Memo | Long text | An open text field for employees to make notes about this transaction | | Customer Po # | Text | An optional field to make note of the customer's purchase order number | | Grosssubtotal Currency | Text (choice) | _TODO_ | | Non-Discount Subtotal | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted subtotal | | Subtotal Currency | Text (choice) | _TODO_ | | Subtotal | Number (decimal) | The total sales price of all line items before sales tax | | Taxtotal Currency | Text (choice) | _TODO_ | | Tax Total | Number (decimal) | The total sales tax due for this sale | | Grosstotal Currency | Text (choice) | _TODO_ | | Non-Discount Total | Number (decimal) | If a cash discount is applied to the ticket, this field represents the original, undiscounted total | | Total Currency | Text (choice) | _TODO_ | | Total | Number (decimal) | _TODO_ | | Paid Currency | Text (choice) | _TODO_ | | Amount Paid | Number (decimal) | _TODO_ | | Balance Currency | Text (choice) | _TODO_ | | Balance | Number (decimal) | _TODO_ | | Edit Locked | Yes/No | _TODO_ | | Cash Drawer | Relationship (single) (optional) | Links this sale to the cash drawer that it was rung up at | | Payment Url | Text (optional) | Stores the URL to pay this invoice online | | Web Payment Received | Yes/No | True/False indicator of if a requested online payment has been received | | Sale Ptr | Relationship (one-to-one) | _TODO_ | | Service Order | Relationship (single) | Connects this Invoice to its Service Order | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens --- ## Advanced Notes _TODO_ # service-service-orders-create # Service Order – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/service-orders/create/` **Model:** ServiceOrder **Record Name:** Service Order **Plural Name:** Service Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Service Order # | Text | A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) (optional) | _TODO_ | | Equipment | Relationship (single) (optional) | _TODO_ | | Status | Relationship (single) (optional) | _TODO_ | | Type | Relationship (single) (optional) | If your service department tracks work by category, use this field to record it | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this service order are sourced | | Memo | Long text (optional) | Use this field to store internal notes about this service order. | | Service Date | Date (optional) | The date and time that this service order was started | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Edit Locked | Yes/No | _TODO_ | | Converted | Yes/No | Marks this service order as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-orders](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders) - **Detail View** — [service-service-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id) - **Update View** — [service-service-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id-update) --- ## Advanced Notes _TODO_ # service-service-orders-id-update # Service Order – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-orders//update/` **Model:** ServiceOrder **Record Name:** Service Order **Plural Name:** Service Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Service Order # | Text | A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) (optional) | _TODO_ | | Equipment | Relationship (single) (optional) | _TODO_ | | Status | Relationship (single) (optional) | _TODO_ | | Type | Relationship (single) (optional) | If your service department tracks work by category, use this field to record it | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this service order are sourced | | Memo | Long text (optional) | Use this field to store internal notes about this service order. | | Service Date | Date (optional) | The date and time that this service order was started | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Edit Locked | Yes/No | _TODO_ | | Converted | Yes/No | Marks this service order as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-orders](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders) - **Create View** — [service-service-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-create) - **Detail View** — [service-service-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id) --- ## Advanced Notes _TODO_ # service-service-orders-id # Service Order – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/service-orders//` **Model:** ServiceOrder **Record Name:** Service Order **Plural Name:** Service Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Service Order # | Text | A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) (optional) | _TODO_ | | Equipment | Relationship (single) (optional) | _TODO_ | | Status | Relationship (single) (optional) | _TODO_ | | Type | Relationship (single) (optional) | If your service department tracks work by category, use this field to record it | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this service order are sourced | | Memo | Long text (optional) | Use this field to store internal notes about this service order. | | Service Date | Date (optional) | The date and time that this service order was started | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Edit Locked | Yes/No | _TODO_ | | Converted | Yes/No | Marks this service order as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-orders](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders) - **Create View** — [service-service-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-create) - **Update View** — [service-service-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id-update) --- ## Advanced Notes _TODO_ # service-service-orders # Service Orders – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/service-orders/` **Model:** ServiceOrder **Record Name:** Service Order **Plural Name:** Service Orders --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Service Order # | Text | A serivce order's friendly name, used to identify the transaction in receipts, reports, and searches | | Customer | Relationship (single) (optional) | _TODO_ | | Equipment | Relationship (single) (optional) | _TODO_ | | Status | Relationship (single) (optional) | _TODO_ | | Type | Relationship (single) (optional) | If your service department tracks work by category, use this field to record it | | Warehouse | Relationship (single) (optional) | The physical location from which inventory items for this service order are sourced | | Memo | Long text (optional) | Use this field to store internal notes about this service order. | | Service Date | Date (optional) | The date and time that this service order was started | | Mileage/Hours | Number (decimal) (optional) | Record the equipment mileage, hours, or other time tracking metric | | Edit Locked | Yes/No | _TODO_ | | Converted | Yes/No | Marks this service order as conerted to an invoice and completed | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-orders-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-create) - **Detail View** — [service-service-orders-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id) - **Update View** — [service-service-orders-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-orders-id-update) --- ## Advanced Notes _TODO_ # service-service-snippets-create # Service Snippet – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/service-snippets/create/` **Model:** ServiceSnippet **Record Name:** Service Snippet **Plural Name:** Service Snippets --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Text | Long text | Enter the text to reuse here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # service-service-snippets-grid # Service Snippets – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/service-snippets/grid/` **Model:** ServiceSnippet **Record Name:** Service Snippet **Plural Name:** Service Snippets --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Text | Long text | Enter the text to reuse here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # service-service-snippets-id-grid # Service Snippet – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-snippets//grid/` **Model:** ServiceSnippet **Record Name:** Service Snippet **Plural Name:** Service Snippets --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Text | Long text | Enter the text to reuse here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) --- ## Advanced Notes _TODO_ # service-service-snippets-id-update # Service Snippet – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-snippets//update/` **Model:** ServiceSnippet **Record Name:** Service Snippet **Plural Name:** Service Snippets --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Text | Long text | Enter the text to reuse here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # service-service-snippets-id # Service Snippet – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/service-snippets//` **Model:** ServiceSnippet **Record Name:** Service Snippet **Plural Name:** Service Snippets --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Text | Long text | Enter the text to reuse here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-snippets](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets) - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # service-service-snippets # Service Snippets – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/service-snippets/` **Model:** ServiceSnippet **Record Name:** Service Snippet **Plural Name:** Service Snippets --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Text | Long text | Enter the text to reuse here | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-snippets-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-create) - **Detail View** — [service-service-snippets-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id) - **Update View** — [service-service-snippets-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-update) - **List View** — [service-service-snippets-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-grid) - **Update View** — [service-service-snippets-id-grid](https://help.brisksystems.us/books/brisk-documentation/page/service-service-snippets-id-grid) --- ## Advanced Notes _TODO_ # service-service-statuses-create # Service Status – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/service-statuses/create/` **Model:** ServiceStatus **Record Name:** Service Status **Plural Name:** Service Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Group | Number (integer) | Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses) - **Detail View** — [service-service-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id) - **Update View** — [service-service-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id-update) --- ## Advanced Notes _TODO_ # service-service-statuses-id-update # Service Status – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/service-statuses//update/` **Model:** ServiceStatus **Record Name:** Service Status **Plural Name:** Service Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Group | Number (integer) | Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses) - **Create View** — [service-service-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-create) - **Detail View** — [service-service-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id) --- ## Advanced Notes _TODO_ # service-service-statuses-id # Service Status – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/service-statuses//` **Model:** ServiceStatus **Record Name:** Service Status **Plural Name:** Service Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Group | Number (integer) | Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-service-statuses](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses) - **Create View** — [service-service-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-create) - **Update View** — [service-service-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id-update) --- ## Advanced Notes _TODO_ # service-service-statuses # Service Statuses – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/service-statuses/` **Model:** ServiceStatus **Record Name:** Service Status **Plural Name:** Service Statuses --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | Name | Text | _TODO_ | | Group | Number (integer) | Status group numbers determine when they are available for selection. Group 1 statuses are always visible, but Group 2 will only present on a ticket that has a Group 1 status, Group 3 will only present on Group 2, etc. | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-service-statuses-create](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-create) - **Detail View** — [service-service-statuses-id](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id) - **Update View** — [service-service-statuses-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-service-statuses-id-update) --- ## Advanced Notes _TODO_ # service-technicians-create # Technician – Create View **Module:** Service **Screen Type:** Create View **URL:** `/^service/technicians/create/` **Model:** Technician **Record Name:** Technician **Plural Name:** Technicians --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-technicians](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians) - **Detail View** — [service-technicians-id](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id) - **Update View** — [service-technicians-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id-update) --- ## Advanced Notes _TODO_ # service-technicians-id-update # Technician – Update View **Module:** Service **Screen Type:** Update View **URL:** `/^service/technicians//update/` **Model:** Technician **Record Name:** Technician **Plural Name:** Technicians --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-technicians](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians) - **Create View** — [service-technicians-create](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-create) - **Detail View** — [service-technicians-id](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id) --- ## Advanced Notes _TODO_ # service-technicians-id # Technician – Detail View **Module:** Service **Screen Type:** Detail View **URL:** `/^service/technicians//` **Model:** Technician **Record Name:** Technician **Plural Name:** Technicians --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **List View** — [service-technicians](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians) - **Create View** — [service-technicians-create](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-create) - **Update View** — [service-technicians-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id-update) --- ## Advanced Notes _TODO_ # service-technicians # Technicians – List View **Module:** Service **Screen Type:** List View **URL:** `/^service/technicians/` **Model:** Technician **Record Name:** Technician **Plural Name:** Technicians --- ## What This Screen Is For _TODO: Explain what this screen does in plain language._ --- ## What You See on This Screen 📸 _Add a screenshot of this screen._ ## Fields on This Screen | Field | Type | Description | |------|------|------------| | Last Modified At | Date & time | _TODO_ | | Last Modified By | Relationship (single) (optional) | _TODO_ | | First Name | Text | _TODO_ | | Last Name | Text | _TODO_ | ## System Fields (Managed Automatically) ⚙️ These fields are managed by the system and usually do not need to be edited. | Field | Type | Description | |------|------|------------| | Id | Auto number (ID) | _TODO_ | | Created At | Date & time | _TODO_ | | Created By | Relationship (single) (optional) | _TODO_ | | Custom Fields | Extra Fields JSONField | _TODO_ | | Deleted At | Date & time (optional) | _TODO_ | --- ## Common Tasks - _TODO_ --- ## Tips & Helpful Hints 💡 _TODO_ --- ## Who Uses This Screen - _TODO_ ## Related Screens - **Create View** — [service-technicians-create](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-create) - **Detail View** — [service-technicians-id](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id) - **Update View** — [service-technicians-id-update](https://help.brisksystems.us/books/brisk-documentation/page/service-technicians-id-update) --- ## Advanced Notes _TODO_